智通财经APP获悉，摩根士丹利发布研报称，华润医疗(01515)发布今年上半年利润警告，普通股股东应占净利润预计同比下降20%至25%。若剔除与“燕化IOT协议”相关的2.1亿元人民币补偿，基础业务利润将同比下降55%至60%，低于市场共识和大摩的预估。大摩予华润医疗目标价3港元，评级“减持”。
大摩指出，公司将利润下降归因于平均医疗保险每次就诊费用减少，显示各地区受DRG/DIP 2.0导致的报销压力加剧。大摩认为这对其他依赖公共保险的医院营运商，如海吉亚医疗(06078)、锦欣生殖(01951)和爱尔眼科(300015.SZ)构成负面影响。
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